Optimized Insurance Planning Revenue
Insurance • 
Roanoke, Texas, United States • 21-50 Employees
Optimized Insurance Planning revenue & valuation
| Annual revenue | $2,481,095 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $8,000,000 |
| Total funding | No funding |
Key Contacts at Optimized Insurance Planning
Bill Bonk
Owner/Coo
Jeff Fellion
Director, Planning
Scott Heinila
Chief Executive Officer
Nick Bernatowicz
Planning Director
Joel Koeniguer
Planning Director
Brian Dyer
Planning Director
Company overview
| Headquarters | Roanoke, Texas, United States |
| Phone number | +18888380448 |
| Websites | |
| NAICS | 52 |
| Keywords | Education, Planning, Life Insurance, Retirement Planning, Customer Service, Insurance, LTC, Annuity Case Design, Annuity Marketing |
| Founded | 2024 |
| Employees | 21-50 |
| Socials |
Optimized Insurance Planning Email Formats
Optimized Insurance Planning uses 2 email formats. The most common is {first name} (e.g., john@optimizedins.com), used 52.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@optimizedins.com | 52.9% |
{first initial} | j@optimizedins.com | 47.1% |
About Optimized Insurance Planning
Optimized Insurance Planning, OIP, is a national firm of experienced insurance planners dedicated to a client-centric experience. We understand and embrace a holistic financial planning process with how we approach risk management solutions to include annuities and life and long-term care insurance. We achieve this by enhancing impactful relationships with Financial Professionals who are committed to acting in a Client’s Best Interests. An insurance product, by itself, is not right for everyone. The way to optimize insurance is through a planning process delivered by an experienced professional. We are committed to building lasting relationships that create memorable experiences.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Optimized Insurance Planning has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Optimized Insurance Planning has never raised funding before.
Optimized Insurance Planning Tech Stack
Discover the technologies and tools that power Optimized Insurance Planning's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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